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20130104
20130112
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after the energy industry. whether they can get that done or not. that's to be determined. but there's some real sector implications as to how we see this austerity measures coming together. >> good point. thanks, gentlemen. we appreciate it. we'll be watching the markets ahead of earnings for sure. >>> more than 250 retail executives rub elbows at the womens summit in new york. amazon shares hitting a record high. but a traditional retailer stock not doing so well today. courtney reagan has more on this story. over to you. >> thanks. retail in focus both in the markets today and here with the womens wear daily ceo summit. today the s&p index outperforms the bench mark. but shares of jcpenney falling more than 4% as ron johnson spoke here to a packed room. though it was close to media, we know the insiders were tweeting he spoke about lessons learned. both from the transition he's going through from retailer as well as former boss steve jobs. we don't now how the holiday turned out for jcpenney. one person we spoke to is very happy with how his merchandise performed at jcpenney. >> w
and energy, not only for this year but the next three to five years out. i think financial services deserves also a close look as well with many healthy financial services companies and, of course, what they have done to de-leverage. would i say those three areas before i would look at and focus on with high marks towards energy and some telecom as well. information technology. >> all right, jeff? >> yeah. we like large-cap stocks and in particular we like technology materials and energy. in particular we're actually adding to international markets. we think the valuation is more attractive than the u.s. markets so we think europe is another place we can put money to work. >> gordon, do you see any areas not participating that are warning signs to you or that are opportunities where you can still get in at this point? >> well, one of the things that i've been looking for is a question of whether this whole business of austerity and cutting back is going to have such a detrimental effect that you won't see growth in things like materials and infrastructure overall. i haven't seen that so i th
call. we've been talking about the energy space and gotten tremendous pubback from many clients on the interest there, but it's generally one of the last cyclical areas investors rotate into. there's opportunity here between now and going into the middle of q2. >> we'll watch energy. thank you for that. make us some money. guys, thank you very much. see you soon. have a good weekend. >> appreciate that. >> notable ipos on next week's agenda as well and bob pisani has the lowdown on that angle. hey, bob. >> quiet recently, but next week we'll get a brand name. take a look at this, norwegian cruise lines, believe it or not, third biggest cruise operator in neckor america, going to be a $400 million deal. this will be a nice one to watch. it will be in the middle of next week. a lot of interest in master limited partnerships. three of them coming next week. they are back by physical assets that generate revenue. in fact, very nice dividend yields. take a look. sun coke energy, 8.25% yield here. next one here, take a look at cvr refining, petroleum refining operations in kansas and
the price target from $11 to $12. cabot, oil and gas and wpx energy both down today along with those sectors which were the losers. maria? >> all right. bertha, thanks very much. looking at equities. let's look at fixed incomes. let me bring joe back. you're favoring fixed income over stocks. tell us why. fixed income obviously has been the place that we've seen lots of money flows over the last several years at this point. do you think that it continues. >> no. we don't favor fixed income so i'm not sure where you get that. we favor emerging market fixed income and with countries with surpluses, canada, mexico, australia. we're very concerned with fixed income, and we think what you're going to see is the retail investor going back to owning equities. as everyone has said is they have really underparticipated in what's happening. i just came back from mozambique in south africa and zimbabwe, and you see this vibrant growth in the emerging markets which people are really underexposed to, so we think this coming year, the growth is going to come from those engines, and you really want to part
regardless of your politics on obama care. looking at energy very selectively and looking in cyclicals and some areas of consumer discretionaries. there may not be as much pop off the bet there but looking at global credit markets as well, adding to that yield advantage that may be available there, but you'll have to pick better stocks and better bonds. >> kenny, what are you seeing? >> i'm seeing, maria, that we've hit the top. struggled with 1472. it is a high and feels bullish but in the short term we're going to hit some resistance here. i would suspect the market will back off. a couple of issues in front of us at the end of the month. i suspect if there's any sense at all that they are not going to compromise or negotiate you'll see the market come right back in. that being said i would use that, any weakness opportunity to jump right back in because i do think my sense is that the market wants to go higher this year, want to go higher this year. our economy is stabilizing. economies around the world are stabilizing so i think it's a good year. >> where are you seeing the convict
Search Results 0 to 4 of about 5